24 March 2021

Objectives A Good Estate Planning Attorney Should Aim For...

...And a prospective client should consider:

  • Maximize the value of assets for the next generation.
  • Minimize taxes and expenses.
  • Avoid probate, if possible (or desired).
  • Plan for incapacity issues.
  • Design a plan that helps limit family conflict.
  • Give the client peace of mind.

These are a few goals to reflect on when evaluating a practitioner. Discussing your estate planning needs with a qualified attorney and asking good questions can help you make the best choices for your loved ones' future.